Carlee Price

Director of Finance

Carlee Price is a high-skilled professional, that works in Pique Financial Works main office of which is in 77. as a Ocfo since 2018. Carlee Price gained professional experience in more than 12 positions at various companies. Carlee Price went to the Uc Berkeley School of Information and got education from 2016 to 2018. Carlee Price has such professional qualifications as Chartered Financial Analyst and Cfa Institute. San Angelo, Texas is the area, where this expert was known to be situated. This professional's email address and number can be easily accessed through this website by request.
Name variants:
Carly Price

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Contact Information

Last Update
Jul 13, 2022
Email
ca**@gmail.com, ca**@gmail.com
Location
San Angelo, TX
Company
Pique Financial Works

Workplace

Work History

Ocfo

1300 north Northlake Way, Seattle, WA 98103
I served a select portfolio of founders and growing enterprises to calibrate and refine the financial workflow. Structure useful, living, financial workbooks driven by critical operational l...
Jan 2018 — Oct 2018

Director of Finance

The Director of Finance acts as the Chief Financial Officer for the RMOW and is responsible for directing and overseeing the municipal financial operations including accounting, treasury ser...
from Oct 2018

Board of Directors

Madison, WI
Mar 2018 — Sep 2018

Member

Seattle, WA
from Aug 2017

Investor

11701 Bee Cave Rd, Austin, TX 78733
Investor at Central Texas Angel Network
from Sep 2015

Angel Investing Fellow

Feb 2015 — Aug 2015

Private Angel Investor and Advisor

1300 north Nortlake Way, Seattle, WA
Early-stage investor and Advisor. I invest across industry sectors and across the US. Dealflow comes primarily through my community angel networks and in-network referrals. Learn more about ...
from Feb 2015

Senior Equity Portfolio Manager

601 Union St SUITE 2801, Seattle, WA 98101
Dec 2008 — Mar 2012

Vp, Analyst, Industrials Team Leader

2000 — Dec 2008

Equities Analyst

1997 — Oct 2000

Research Associate

May 1995 — Sep 1996

Summer Intern

May 1994 — Aug 1994

Occupations

Executive
Financial Director
Health Specialist
Certified Nurse Aide
Government Official
Government Administration Professional
Engineer
Customer Service
Sales Specialist
Client Service Officer
Financial Officer
Financial Manager
Nurse
Nurse Practitioner
Community Service Manager

Skills

Equities
Investments
Financial Analysis
Investment Management
Portfolio Management
Asset Management
Fixed Income
Hedge Funds
Alternative Investments
Financial Modeling
Capital Markets
Valuation
Equity Research
Asset Allocation
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